Portfolio Management Specialist Ii (on-site)

Carnegie Mortgage Partners LLC

Bachelor's degree in business discipline
2+ years work experience in mortgage servicing
Strong business communication skills
The Portfolio Management Specialist II serves as a learning bridge between a Specialist 1 and Portfolio Manager while supporting designated clients

Job Summary

  • The Portfolio Management Specialist II serves as a learning bridge between a Specialist 1 and Portfolio Manager while supporting designated clients.
  • Employees are empowered to drive strategy on assigned loan portfolios and facilitate operational improvements for clients.
  • The company offers a comprehensive benefits package including medical insurance, 401(k) matching, and paid volunteer time off.

Matching Summary

The Portfolio Management Specialist II serves as a learning bridge between a Specialist 1 and Portfolio Manager while supporting designated clients.

Skills & Requirements

Must-have

  • Bachelor's Degree in business discipline
  • 2+ years work experience in Mortgage Servicing
  • Strong business communication skills
  • Moderate Excel skills with graphs and pivot tables
  • Experience in Project Management and Meeting Facilitation

Nice-to-have

  • Prior data or statistical analysis experience
  • Natural entrepreneurial interest
  • Experience with PowerPoint and Visio
  • Ability to assimilate new ideas quickly

Key Requirements

  • Bachelor's Degree in business
  • 2+ years in Mortgage Servicing
  • Project Management experience
  • Smartphone with security apps required

Work Rights

Not specified

Tailored Resume

Cover Letter